- KeyBank (Suffern, NY)
- …effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products ... advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps… more
- Bank of America (New York, NY)
- …CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth ... Private Client Advisor II New York, New York **To...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more
- Dell Technologies (NY)
- …unparalleled growth and development opportunities. We look forward to including you in our ** Client Solutions Group** as a ** Solutions Engineer** on our team ... technical objections * Share best practices and guidance on Dell Technologies Client Solutions Portfolio * Deliver product demonstrations to enable customer's… more
- ADP (New York, NY)
- …In this role, you will be responsible for designing, implementing, and enabling Client Success solutions , processes and data, along with administering our ... and working with key stakeholders (including senior leadership) to enable our Client Success organization to deliver exceptional value to our clients. As a… more
- The Walt Disney Company (New York, NY)
- …Connect is the strategic team in Client Partnerships, responsible for CLIENT RESPONSE, creating client -first solutions across STREAMING, ENTERTAINMENT, ... with team members, peers and partners across sales and solutions teams to create custom innovative client -first...and solutions teams to create custom innovative client -first ideas, proposals, and presentations that deliver against the… more
- LinkedIn (New York, NY)
- …select days, as determined by the business needs of the team. As a Client Partner in the fast-growing Sales Solutions organization, you will collaborate within ... cross-functional teams (ex: Sales, Customer Success Managers, Insight Analysts, Solutions Delivery Consultants, Implementation Consultations, and LSS executives). +… more
- Bank of America (New York, NY)
- …a results-driven mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + ... by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions . + **Earn your Security Industry… more
- Bank of America (Brooklyn, NY)
- …* Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to ... you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you… more
- Bloomberg (New York, NY)
- …-Work with internal product teams to recommend enhancements to our range of client solutions -Collaborate across different product and sales teams to deliver ... Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045106 **Description & Requirements** Bloomberg is a global leader… more
- Deloitte (New York, NY)
- …intersection of AI engineering, data infrastructure, and forward deployment, contributing to client solutions that go beyond analysis and into activation, ... 11/1/2025. Work You'll Do As a Data & AI Solutions Engineering Analyst, you won't just write code or...client teams to rapidly prototype, iterate, and deploy solutions . + Translate business challenges into technical specifications and… more
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